Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $87,166-71.1% | $76,735-67.1% | $137,256-81.6% |
| Participation rate | 72.2% | 74.4%-2.1pp | 69.5%+2.7pp | 80.0%-7.7pp |
| Annual return | 18.13% | 26.50%-8.4pp | 29.77%-11.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $924 | $2,904-68.2% | $2,454-62.3% | $4,156-77.8% |
| Participant deferral / active EE | $2,548 | $4,726-46.1% | $4,088-37.7% | $6,407-60.2% |
| Admin fee / account holder | $369 | $8,403-95.6% | $7,189-94.9% | $12,270-97.0% |